Civic Intelligence

Iron Workers Local Union 401 Apprentice Training Fund

990 • Fiscal year 2017 • EIN 23-7653299

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 24, 2018

Organization ProfileN/A
11600 Norcom RoadPhiladelphia, PA 19154

(215) 676-3000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Net Margin

93rd percentile

34%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

94th percentile

$240,093

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 20.3% of source-year revenue.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Asset Growth

89th percentile

28%

Faster asset growth than 89% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

43rd percentile

1.8%

Faster revenue growth than 43% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,765,372

Up $384,292 (+28%) from 2016

Net Assets

Up

$1,761,799

Up $385,420 (+28%) from 2016

Liabilities

Down

$3,573

Down $1,128 (-24%) from 2016

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin93rd percentile

Revenue

Up

$1,183,507

Up $21,222 (+1.8%) from 2016

Expenses

Up

$783,050

Up $37,592 (+5.0%) from 2016

Net Income

Down

$400,457

Down $16,370 (-3.9%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2013: $696,988Liabilities 2013: $127,358Net Assets 2013: $569,6302013Assets 2014: $828,912Liabilities 2014: $63,720Net Assets 2014: $765,1922014Assets 2015: $961,961Liabilities 2015: $2,409Net Assets 2015: $959,5522015Assets 2016: $1,381,080Liabilities 2016: $4,701Net Assets 2016: $1,376,3792016Assets 2017: $1,765,372Liabilities 2017: $3,573Net Assets 2017: $1,761,7992017Assets 2018: $2,165,890Liabilities 2018: $3,061Net Assets 2018: $2,162,8292018Assets 2019: $2,488,095Liabilities 2019: $4,505Net Assets 2019: $2,483,5902019Assets 2020: $2,538,774Liabilities 2020: $166,805Net Assets 2020: $2,371,9692020Assets 2021: $2,214,114Liabilities 2021: $3,271Net Assets 2021: $2,210,8432021Assets 2022: $1,798,987Liabilities 2022: $0Net Assets 2022: $1,798,9872022Assets 2024: $1,982,028Liabilities 2024: $0Net Assets 2024: $1,982,0282024

Highlighted filing

2017

Assets$1,765,372
Liabilities$3,573
Net Assets$1,761,799
Open 2017 Filing

Operations Trend

Revenue Growth43rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2013: $724,2282013Revenue 2014: $950,685Expenses 2014: $755,123Net Income 2014: $195,5622014Revenue 2015: $902,027Expenses 2015: $715,092Net Income 2015: $186,9352015Revenue 2016: $1,162,285Expenses 2016: $745,458Net Income 2016: $416,8272016Revenue 2017: $1,183,507Expenses 2017: $783,050Net Income 2017: $400,4572017Revenue 2018: $1,220,069Expenses 2018: $819,039Net Income 2018: $401,0302018Revenue 2019: $1,126,134Expenses 2019: $805,373Net Income 2019: $320,7612019Revenue 2020: $937,633Expenses 2020: $1,067,777Net Income 2020: -$130,1442020Revenue 2021: $807,000Expenses 2021: $943,020Net Income 2021: -$136,0202021Revenue 2022: $541,405Expenses 2022: $925,361Net Income 2022: -$383,9562022Revenue 2024: $1,258,820Expenses 2024: $1,038,949Net Income 2024: $219,8712024

Highlighted filing

2017

Revenue$1,183,507
Expenses$783,050
Net Income$400,457
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 24, 2018
Return Version
2016v3.0
Gross Receipts
$1,187,207
Mission and Program Overview

Mission

Training of individual members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,376,379$1,761,799▲ $385,420
Investments in Publicly Traded Securities-$1,052,863-
Cash and Non-Interest-Bearing Accounts$1,183,904$532,250▼ $651,654
Land, Buildings, and Equipment, Net$148,899$146,323▼ $2,576
Accounts Receivable$45,782$27,559▼ $18,223
Prepaid Expenses and Deferred Charges$2,495$6,377▲ $3,882
Total Assets$1,381,080$1,765,372▲ $384,292
Liabilities
Accounts Payable and Accrued Expenses$4,701$3,573▼ $1,128
Total Liabilities$4,701$3,573▼ $1,128
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,376,379$1,761,799▲ $385,420
Total Liabilities and Net Assets / Fund Balance$1,381,080$1,765,372▲ $384,292

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$129,443$65,507$194,950
Equipment$2,912$122,579$125,491
Other Land Buildings$13,968$32,592$46,560
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul ShepherdsonUnion TrusteePT$126,509$113,584$240,093
Frank MarshCoordinatorFT$149,976$85,734$235,710
Frank Marsh--$149,976$85,734$235,710
Charles RobertsUnion TrusteePT$100,054$90,544$190,598

Board Members and Trustees

NameTitle
Drew McelhinneyEmployer Trustee
Erik SimsEmployer Trustee
Steve EdlingEmployer Trustee
Steve SweeneyUnion Trustee
Charles Roberts-
Paul Shepherdson-
Revenue and Support

Revenue Composition

Contributions and Grants
$13,665
Program Service Revenue
$1,164,795
Investment Income
$3,375
Other Revenue
$1,672
All Other Contributions
$13,665
Change in Net Assets
$400,457

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,183,507
Total Revenue per Audited Statements
$1,183,507
Total Revenue per Form 990
$1,183,507
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$406,659
Other Expenses$376,391
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$193,549
Current Officers, Directors, Trustees, and Key Employees---$145,599
Other Salaries and Wages---$143,052
Pension Plan Contributions---$58,944
Other Employee Benefits---$34,027
Other Expenses---$26,596
Payroll Taxes---$25,037
Depreciation Depletion---$14,985
Office Expenses---$12,838
Travel---$6,227
Insurance---$4,983
Fees for Services Accounting---$4,424
Fees for Services Legal---$812
Total Functional Expenses$0$0$0$783,050

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$783,050
Total Expenses per Audited Statements$783,050
Total Expenses per Form 990$783,050
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Iron Workers Local Union 401 Apprentice Training Fund
EIN
23-7653299
Phone
2156763000
Address
11600 NORCOM ROAD, PHILADELPHIA, PA 19154

Signing Officer

Name
Kevin Boyle
Title
Business Representative
Phone
2156763000
Signed
2018-01-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Boyle
Formed
1984
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
6
Employees
2
Volunteers
0

Preparer

Firm
Fischer Dorwart Pc
Address
16 W VASSAR ROAD, AUDUBON, NJ 08106
Preparer
Stephen M Dorwart
Phone
8563100990
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The 990 is reviewed by the responsible officer before signing.”

Pt VI, Line 19

“The documents are available upon request at the Fund office.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The documents are available upon request at the Fund office.
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TempOrPermanentEndowmentsInd0false
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRON WORKERS LOCAL UNION 401 APPRENTICE TRAINING FUND
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ReturnHeader/Filer/USAddress/AddressLine1Txt011600 NORCOM ROAD
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.197.16.12
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ReturnHeader/FilingSecurityInformation/IPTm009:30:24
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 W VASSAR ROAD
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN M DORWART
ReturnHeader/ReturnTs02018-05-14T09:30:29-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,765,372
Liabilities
$3,573
Net assets
$1,761,799
Revenue
$1,183,507
Expenses
$783,050
Net income
$400,457
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.00$1.98$1.26$1.04$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.54$0.93$0.38
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$0.00$2.21$0.81$0.94$0.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.17$2.37$0.94$1.07$0.13
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.49$0.00$2.48$1.13$0.81$0.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.16$1.22$0.82$0.40
2017Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.76$1.18$0.78$0.40
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$1.16$0.75$0.42
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.90$0.72$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.06$0.77$0.95$0.76$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.13$0.57$0.72